National Wealth Management Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

National Wealth Management Group’s Portfolio ESML Stock Details ESML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$356K	Buy	6,370 +40	+0.6%	+$2.08K	0.11%	153
2026 Q1	$298K	Buy	6,330 +1,064	+20%	+$51.6K	0.11%	161
2025 Q4	$242K	Buy	5,266 +65	+1%	+$2.96K	0.08%	209
2025 Q3	$234K	Buy	5,201 +63	+1%	+$2.74K	0.09%	212
2025 Q2	$212K	Sell	5,138 -884	-15%	-$34.2K	0.12%	149
2025 Q1	$231K	Buy	6,022 +178	+3%	+$7.4K	0.15%	131
2024 Q4	$246K	Buy	5,844 +279	+5%	+$12.1K	0.16%	122
2024 Q3	$233K	Buy	+5,565	New	+$224K	0.16%	129

Other funds holding ESML

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

National Wealth Management Group's ESML Position: Q2 2026 in Review

National Wealth Management Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.63% in Q2 2026, buying an estimated $2.08K and bringing the position to 6,370 shares worth $356K. The position accounts for 0.11% of the portfolio, ranked #153.

National Wealth Management Group first reported a position in ESML in Q3 2024 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

National Wealth Management Group held 6,370 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $356K as of Q2 2026.
National Wealth Management Group bought 40 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $2.08K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.11% of National Wealth Management Group's portfolio in Q2 2026, its #153 holding.
National Wealth Management Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
126 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.